Add Phase

Use Add Phase to add a single workflow phase to the document(s) of your choice.

Choose to add an additional human Translate phase, Review phase, or a Custom phase.

Custom phases can be used to track any additional QA step needed for a particular document (e.g. desktop layout confirmation, legal review, or financial approval).

Phase tips

There is no limit to the number of phases that can be added to a document.
The new phase will be appended to the end of the document's existing workflow.

To Add a Phase to a document,

Click to open a project from your Projects menu.
Select the box(es) for the document(s) requiring a new phase.
From the Documents bar, scroll to the Actions: menu.
Type and select Add Phase.
Complete the dialog (instructions below) and click Add Phase to save your work.

This will add a new phase for each target language listed on the current document.

Add Phase does not affect the overarching workflow of the project as a whole; it only affects the documents you select.

Complete the Dialog

Use the options in the dialog to customize the phase to fit your document.

Add a phase name and description, choose assignment settings, and optionally add phase rules.

In the open dialog, scroll select the desired options (descriptions below).
Enter a phase name, description, due date, reason for modification and add any Rules.
When you are ready, click Add Phase to save your work.

For more information about each option, see the list below.

Dialog Options

Option	Required?	Description
Phase Type	required	Scroll to select the type of phase to add Choose from Translate, Review or Custom
Settings
Name	optional	This name will appear as a step on the open document A descriptive name will help others know what type of work is required during the phase
Description	optional	Optionally enter a description From the document list, hover over the question mark next to the phase name to display this description
Due Date	optional	Optionally add a due date for the new phase
Reason for Date Modification	required	Give a reason for the new phase's due date
Allow Check-out		Allow translators to check out an assignment from a list of documents
Check-in task after [x] hours of inactivity.		Type the number of hours a project may be dormant before being reassigned to other users
Allow ignoring of untranslated segments	optional	Allow untranslated segments to be ignored
Editable Source	optional	Allow linguists to edit the source text

Rules
When this condition is met:	optional	Scroll to select a condition
Take these actions:	optional	Scroll to select an action

Related pages:

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